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Financial Solutions for Life

Many of our clients have been with us for over 30 years. Our long-term client relationships illustrate our specialty for helping our clients adapt their behavior to become smarter and more diligent investors.

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Whether you are approaching retirement or working to build your family’s legacy, we want to help you by putting your goals in life first. As independent professionals, we work to deliver peace of mind, with you knowing that you are making the right financial decisions.

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The expertise you want. The independent professional advice you need.

Our Wealth Consultants are CERTIFIED FINANCIAL PLANNER™ professionals, having met the highest educational standard in the financial planning industry.

Our firm is also backed by an independent broker/dealer, Commonwealth. That means our firm is independent — LifeTime Asset’s Wealth Consultants are free to act solely in your best interest, without bias or pressure to promote a certain product or strategy.

Upcoming Events

  • June27

    Our annual Retirement Symposium is planned for June 27, 2019. If you are within 3 years of retirement, please consider attending this event. We had tremendous positive feedback from last year’s symposium and believe that you find value in the topics we plan to present, including an update on Social Security, understanding the Medicare maze, ...

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LifeTime Asset Management is fortunate to have opportunities to give back to community partners, including:

Meals on Wheels

Meals on Wheels

Rotary International

Rotary International

Wounded Warrior Project

Wounded Warrior Project

Tee it up! for a cure

Tee it up! for a cure

Learn More